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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,861 | $154,228-65.7% | $145,433-63.7% | $137,256-61.5% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 16.96% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,698 | $4,804-2.2% | $4,554+3.1% | $4,156+13.0% |
| Participant deferral / active EE | $9,985 | $8,216+21.5% | $7,897+26.4% | $6,407+55.9% |
| Admin fee / account holder | $4,120 | $14,344-71.3% | $13,129-68.6% | $12,270-66.4% |